THIS IS WHAT WE DO

We give you a bird's eye view as well as a highly detailed budget projection of your Community Association to help you plan and succeed in your financial future.

WHAT IS A RESERVE STUDY REPORT?

To put it simply... A RESERVE STUDY REPORT is a tool which helps you plan your long-term budget, identifies the current status of the reserve fund, and gives you a funding plan to make sure you have sufficient funds for anticipated major expenses.

  • Background Information

    In each report, extensive background information is given, including detailed explanations of the reserve study

  • Physical Analysis

    In each Reserve Study Report, we provide analysis of inventory components and field notes specific to each association

  • Financial Analysis

    Each report includes details about the current budget, 30-year cash flow analysis, and 30-year funding projection options

THIS IS OUR STEP-BY-STEP PROCESS:

STEP 1. GAIN INFORMATION

We compile all of our needed information in a simple set-up process. Once you log in to our secure system, you can upload the needed documents. From there, our Project Manager will be in direct communication with you for any additional information that is needed.

STEP 2. IN THE FIELD

Our on-hand contractors analyze inventory costs and projected up-keep expenses. This analysis helps our Financial Budgeters give you the most accurate budget and minimizes surprise financial costs along the way.

STEP 3. FINANCIAL ANALYSIS

Once field notes and expenses are obtained, our experienced Financial Budgeters can look at the projected expenses over the next 30-years. They compare that with the current financial standing, and are able to see if the current reserve study is on track or needs improvement.

STEP 4. THE REPORT IS GIVEN

Now with all of the needed information, we compile a simple, easy to read report that includes your budget expenses, 30-year projection costs, details of the current status, and how to improve (if any improvement is needed).

THIS IS THE FINAL PRODUCT

Click the image to view a sample Reserve Study Report

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THIS IS HOW YOU
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